Admins can import intake records into Litify. You must already have imported your party records before importing intakes.This guide uses Salesforce's Data Loader web application. 

How to Import Intake Records Via Data Loader

  1. Create a CSV file that includes the fields you are using. The following fields are required:
    • Client: Use the Party ID generated from a Party Report  or reference the Client's name exactly
    • Case Type: Reference one of the LRN case types, or create a custom case type
    • Status: Set the status as Converted if you are importing matters connected to these intakes. If not, you do not need to reference this field. All intakes imported without referencing the Status field will be automatically set to Open.
    • Created At: Optionally set the created at date with this format: 02/20/2015T12:04:12.000GMT+01:00
  2. Open Data Loader. This guide uses the Data Loader desktop app.
  3. Log in to your Salesforce org.
  4. Click New Task > Import.
  5. Select Insert, and select the Intake object.
  6. Click Next.
  7. Select the CSV you created in step one.
  8. Select the mapping.
    1. Map the Party ID information to the Client field.
    2. Map the Case Type Lookup via Case Type Name.
  9. Click Next.
  10. Click Save & Run.
  11. Click Run.
  12. Look for your successful insert. Locate your new intakes in Litify to verify that all information is correct.
  13. Create a report on the Intake object that references all intakes created today. Add the Intake ID field. Then export the report and copy the Intake IDs.
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